Customer Operations Specialists

Slant(29 days ago)

RemoteFull TimeJunior$60,000 - $80,000Customer Success

About this role

Slant is an AI Native CRM designed for financial advisors, aiming to enhance customer service and support a growing number of users in the wealth management industry. The company has experienced rapid growth and seeks dedicated support professionals to assist its clients. The role focuses on customer support, communication, and collaboration with internal teams to ensure a seamless user experience.

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Required Skills

Customer Support
Communication
Financial Advising
Data Import
Problem Solving
Collaboration
Client Relations
Technical Support

About Slant

slant.app

Slant is a CRM platform tailored for financial advisors, designed to reduce administrative burdens and enhance client interactions. It utilizes artificial intelligence to learn users’ preferences and deliver personalized insights and reminders, ensuring that advisors spend more time connecting with their clients. The platform emphasizes data security and compliance with SOC 2 standards, making it a reliable choice for professionals seeking to optimize their client management processes. By integrating various functions such as project management and note-taking, Slant aims to streamline operations and enhance the advisor-client relationship.

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